Page Comparison

1. Choose to book/request valuation

On company website:

• Click Book a Valuation (or similar)
  

2. Enter basic detail

• Specify whether the property is to sell or to let
  

• Enter email address
  This will be used to contact you to confirm the appointment
  

• Enter the property postcode
  This determines which office the valuation request goes to
  

• Click Get Appointments

3. Choose appointment

Availability for the relevant office will be displayed

• Select the desired date & time

4. Enter Your details

• Complete the Enter details form Your details
  * denotes required fields
  

• Click Request Appointment
  
  All information entered is passed to AgencyCloud

5. Booking/request confirmation

• Details of the booking/request are displayed on screen
  
  This is also sent to the potential clients client via email and & SMS (text) message

6. Information passed to AgencyCloud

1. Task
   A task is created for the negotiator to inform of the online valuation request

   

   A link to the property and contact record is included in the task
   

2. Appointment in diary
   A Market Appraisal appointment is automatically created in the AgencyCloud diary

   

   The appointment will need to be marked as confirmed Confirmed, when appropriate
   

3. Contact record
   Where When no matching contact record was found (using the contact details supplied), a new contact record is created

   

   The Source will be marked as a website valuation enquiry (or similar)
   This allows reporting to be done carried out to allow measure success of the online valuation booking function to be measured
   

4. Property record
   A new property record is added for the valuation property

   

   The Notes panel automatically (bottom right) contains standard text to indicate that why the property was added to AgencyCloud due to an online valuation request being carried outrecord was created
   This allows general notes keyword reporting to be done carried out to allow measure success of the online valuation booking function to be measured

1. Choose to book/request a viewing

On your company website, from a list of properties for sale/to let:

• Beside the relevant property, click Book a Viewing
  (or similar)

2. Enter email address

• Enter the email address to be contacted on
  

• Click Get Appointments

3. Choose appointment

Availability for the relevant office will be displayed

• Select the desired date & time

4. Your details

• Complete Your details
  * denotes required fields
  

• Click Request Appointment

  All information entered is passed to AgencyCloud

5. Booking/request confirmation

• Details of the booking/request are displayed on screen

  This is also sent to the client via email & SMS (text) message

6. Information passed to AgencyCloud

1. Task
   A task is created for the negotiator to inform of the online viewing request

   A link to the applicant record is included in the task
   

2. Appointment in diary
   A Viewing appointment is automatically created in the AgencyCloud diary
   The appointment will need to be marked as Confirmed, when appropriate
   

3. Contact record
   When no matching contact record was found (using the contact details supplied), a new contact record is created
   The Source will be marked as a website viewing enquiry (or similar)
   This allows reporting to be carried out to measure success of the online viewing request function
   

4. Applicant record
   When no matching applicant record is found, a new applicant record is added for the client requesting the viewing
   The Requirement Notes panel (bottom of screen) contains standard text to indicate why the applicant record was created
   This allows general notes keyword reporting to be carried out to measure success of the online viewing request function